On today’s episode, we discuss:
– Good news on the economy
– Why the stock market loves lower inflation
– Did Elon Musk help lower inflation
– Getting bullish on consumer sentiment
– Netflix won the streaming war
– Rich Dad/Poor Readers
– Timing the the housing market, and much more!
Assume you had to put 20% down at current mortgage rates and price levels – could you afford to buy your own house?
On today’s show, we are joined by Alex Morris, CIO and President of F/m Investments to discuss:
– F/m Investments Opportunistic Income ETF
– Interest rate risk vs. credit risk
– Market cap weighting bonds
– Knowing when to sell a bond, and much more!
Some thoughts on the labor market, housing market, auto market, charitable giving, Home Alone and more.
How much more money do you need to be happy?
A history of 20% gains in the stock market.
On today’s episode, we discuss:
– Charlie Munger
– The Fed doesn’t matter as much as you think
– Negativity bias in America
– The blame game for inflation
– Why you don’t invest based on the headlines
– Narratives on bond yields
– Doom spending in the economy
– A quiet crypto boom, and much more!
These were some of the prevailing narratives from the post-GFC world: We only had a bull market in the 2010s because of the Fed juicing the economy. The only reason tech stocks did well is because of low interest rates. The only reason stocks kept recovering from every correction so quickly is because of the…
On today’s Talk Your Book, we are joined again by Sal Gilbertie, CEO of Teucrium to discuss:
– The golden grain cycle
– The cost of production and expected long term returns for commodities
– How everyone got the oil market wrong
– How the US dollar affects the commodity market. and much more!
A tribute to Charlie Munger.
